Challenger Wealth Management: 13F holdings
CIK 20576022026Q2
| Positions | 65 |
|---|
| Reported value | $135.9m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 65 (+7 vs prior quarter) |
|---|
| Reported value | $135.9m (+8.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CGDV CAPITAL GROUP DIVIDEND VALUE | 468,498 | $23.1m | 17.0% |
| CGGR CAPITAL GROUP GROWTH ETF | 429,347 | $20.3m | 14.9% |
| CGUS CAPITAL GROUP CORE EQUITY ET | 256,771 | $11.4m | 8.4% |
| AAPL APPLE INC | 19,681 | $5.7m | 4.2% |
| CGBL CAPITAL GROUP CORE BALANCED | 125,580 | $4.8m | 3.5% |
| TSLA TESLA INC | 11,067 | $4.7m | 3.4% |
| NVDA NVIDIA CORPORATION | 20,481 | $4.1m | 3.0% |
| AMZN AMAZON COM INC | 16,833 | $4.0m | 3.0% |
| EXXON MOBIL CORP | 28,001 | $3.8m | 2.8% |
| ARCC ARES CAPITAL CORP | 196,435 | $3.6m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2057602")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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